Propertybase Salesforce Edition Pricing, Features, Reviews & Alternatives

Propertybase Salesforce Edition

Real Estate CRM & Marketing Platform

3.88/5 (47 reviews)

Propertybase Salesforce Edition overview

What is Propertybase Salesforce Edition?

Propertybase is the leading global real estate platform. Our clientele includes brokers and agents across the residential, commercial and developer segments in more than 60 countries.

The Propertybase platform simplifies the business of real estate by creating repeatable, streamlined and efficient processes to manage the entire real estate sales cycle. Core product features include: luxury IDX websites, robust lead management, email marketing automation, MLS and portal integrations, lead generation, back office, transaction management, and more.
www.propertybase.com

Pricing

Pricing options
Open source
Value for money
View Pricing Plans

Devices

Business size

S
M
L
Propertybase Salesforce Edition screenshot: Propertybase is accessible across multiple devicesPropertybase DemoPropertybase Salesforce Edition screenshot: Mobile-friendly real estate CRMPropertybase Salesforce Edition screenshot: Robust dashboards and reporting metricsPropertybase Salesforce Edition screenshot: iPad Agent dashboardsPropertybase Salesforce Edition screenshot: Desktop start-page dashboard
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Propertybase Salesforce Edition user reviews

Value for money
Features
Ease of use
Customer support
  3.5
  3.9
  3.5
  3.8
William S.

Simple to use, perfectly dialed in for the needs of today's real estate agent

Used daily for 1-2 years
Reviewed 2018-04-11
Review Source: Capterra

Pros
Database management, ease to export reports on various metrics about our clients, dashboards to track our sales vs. our goals.

Cons
Can be a challenge to get some team members comfortable with it but that's with any cloud based CRM.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Likelihood to recommend: 10/10

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Anonymous

Great CRM for traditional real estate

Used daily for 1-2 years
Reviewed 2019-05-04
Review Source: Capterra

Pros
We've been working with PropertyBase for about a year or so now, and the platform has absolutely served its purpose for our real estate org and provided tenfold value. The program is rather intuitive to control in the Lightning Experience side of things, and comes out of the box with a lot of great additional features that Salesforce does not (the Matching Tool for matching Inquiries to Listings, for example). The platform is quite customizable, due to it being made on Salesforce's backend platform. Because Salesforce is the leading CRM tool and has been around the block for a bit, you should have no problem finding solutions or best practices to COMMON problems inside of the software itself.

Cons
...However, I gotta say, I'm really quite "meh" about the customer support for PropertyBase. It seems like the response time on inquiries generally is around a day or two (which is quite quick!), but a lot of the support team end up giving generic, link-to-a-help-article responses, and rarely take any additional time to really provide a thorough answer or workaround solution. There is no type of customer support live-chat or number you can call for immediate support - I've found this very unfortunate in times where you're caught in a pinch. Further, I dislike that certain objects and fields/layouts are "managed" in PropertyBase. This means that, for those specific fields and functions, you have very, very limited control of what you can edit, not even the title (at the very LEAST, we should be able to change the title!). This is far too many fields to count - the workaround is making your own field with the same values, but it causes a headache for regular, non-admin platform users to know which fields to use for reports/list views.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Likelihood to recommend: 7/10

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Mark S.

If you're interested in paying thousands of dollars to frustrate yourself...

Used daily for 1-2 years
Reviewed 2021-04-28
Review Source: Software Advice

Terrible. Don't waste your money or your reputation. I'm anxious for Keller Williams to work out the bugs with Command so that I can set fire to Property Base and migrate my data over to another CRM. Hey, PropertyBase, your product is a Client Relationship Management software package. Why don't you set aside your keyboard for a moment and focus on Client Relationships?

Pros
After pulling out our hair and paying ridiculous sums of money to have Property Base customize our experience, half of the processes work. Those that work are awesome. Sadly, we didn't find out that a lot of the automated processes weren't working until our clients started calling to complain that they weren't hearing from us.

Cons
Customer service is terrible. After spending weeks manipulating data or preparing for a new process to be implemented, we would suddenly be told, "Oh. We can't do that." We decided to move our bulk mailing processes from MailChimp to PropertyBase. Our "open rate" soared. Why? It turns out that only 1/3 of our database was being mailed to. After a few days somebody on their end figured out that it was because they only mail to 10,000 addresses- unless you pay them another ridiculous bundle of money. Despite kind emails and requests for assistance from management, nobody has ever gotten back to us. Instead, it seems that we're stuck with the high school computer enthusiasts that they've employed as their tech team.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Likelihood to recommend: 0/10

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Devon M.

User-Friendly Database with AMAZING Customer Support!!

Used daily for less than 6 months
Reviewed 2018-08-09
Review Source: Capterra

As an EDO and Commercial/Industrial Real Estate organization, actually finding a CRM database we can operate out of was our main concern. Our PB customer service rep went above and beyond to help us understand the in's and out's of this system! He was on top of his game the entire on-boarding process and walked us through almost every inch of the database to help meet our business needs. He created modules that did not exist in order for us to do the proper analytics and reporting for our organization and manage our customer relationships under one platform. Our account executive was extremely professional and patient throughout the entire process and responded almost immediately to every question we had. He took the time to learn about our business and custom build the system we needed to effectively operate out of. We are excited to be able to finally use a CRM that we can operate and manage on our own and look forward to a long relationship with Propertybase.

Pros
PB is customizable and very practical to use! As a first time user for a operable CRM, we are able to store all of our contacts, companies, and prospect information in one place, as well as streamline our sales workflow. We can now easily identify which deals we are working through our pipeline and determine what stage of the sales process they are in. There are applications you can purchase that will integrate with your system to help manage email marketing campaigns or even upload multiple business cards from your mobile app to save time. On top of that, their customer service support team is hands down the fastest, reliable, and most friendly group to do business with.

Cons
Managing some of the customization and learning to operate on your own is the toughest challenge. The workflow and sales pipeline can be cumbersome when working through a deal, but after some experience and repetition I'm sure it will make sense. We are still learning to create and operate the reports and analytics feature.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Likelihood to recommend: 7/10

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Anonymous

High Power Real Estate CRM!

Used daily for 2+ years
Reviewed 2016-08-16
Review Source: GetApp

This CRM is easy to use and extremely powerful. Since it is built on the Salesforce platform, you get all the benefits of a robust powerful CRM pre-configured for the Real Estate workflow. The support team is always on-line and extremely helpful. The Mobile app for Propertybase is also very strong.

Pros
Highly productive contact/transaction/listing management tools, flexible to each of our many processes, and mobile apps are amazing!

Cons
Team oriented application not designed for the single user who doesn't require much horsepower to drive their business.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Likelihood to recommend: 10/10

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Propertybase Salesforce Edition pricing

Pricing options
Open source
View Pricing Plans

Pricing starts with required user range bundles.

Our pricing includes the Force(.)com platform license. No additional licenses from Salesforce(.)com are required.

Propertybase Salesforce Edition features

API
Activity Dashboard
Alerts/Notifications
Contact Management
Data Import/Export
Document Management
Document Storage
Lead Management
Reporting & Statistics
Reporting/Analytics
Third Party Integrations
Website Management

Accounting (78 other apps)
Billing & Invoicing (84 other apps)
Financial Management (62 other apps)
Maintenance Management (67 other apps)
Payment Processing (71 other apps)
Portfolio Management (79 other apps)
Search/Filter (63 other apps)
Tenant Tracking (68 other apps)

Videos and tutorials

Additional information for Propertybase Salesforce Edition

Key features of Propertybase Salesforce Edition

  • Capture Prospects
  • Create Offers & Booking Confirmations
  • Create and manage Sales & Lease Agreements
  • Create and track email campaigns in real time
  • Integrate with MLS and other listing services
  • Manage Accounts & Contacts
  • Manage the availability of your properties
  • Real-time publishing of your listings on your website
  • Track Payments & manage your Cash Forecast
  • activity tracking
  • contact database
View All Features

Benefits

Build beautiful brokerage and agent MLS/IDX websites that gain attention and capture leads.

Route leads, nurture client, and utilize automation in a smart real estate CRM.

Utilize a robust marketing center for drip campaigns, automated mass emails, customizable templates, and print marketing.

Back Office solution with compliance-driven transaction management and eSignature.